Visualize Group LP

data from 30/09/2025

Capitalization

$ 298.563 M -0.34 %

Average holding period

3 ans

Performance

$ 5.499 M 5.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Visualize Group LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 WCN WASTE CONNECTIONS INC 13.43% 40.107 M $ 228139 2024/12/31 -1.264 M $ -3.53 %
2025/09/30 CSGP COSTAR GROUP INC 12.12% 36.181 M $ 428838 2024/12/31 313.495 K $ 3.44 %
2025/09/30 HEI-A HEICO CORP NEW 11.90% 35.522 M $ 139799 2024/12/31 -637.930 K $ -1.89 %
2025/09/30 RSG REPUBLIC SVCS INC 11.46% 34.207 M $ 149065 2024/12/31 -5.242 M $ -15.45 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 11.03% 32.924 M $ 106294 2025/09/30 0.000 $ 0.00 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 10.76% 32.121 M $ 190653 2024/12/31 -2.340 M $ -8.17 %
2025/09/30 BX BLACKSTONE INC 10.69% 31.930 M $ 186892 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 9.95% 29.718 M $ 42576 2025/09/30 0.000 $ 0.00 %
2025/09/30 NOW SERVICENOW INC 7.90% 23.572 M $ 25614 2025/03/31 0.000 $ 0.00 %
2025/09/30 ACEL ACCEL ENTERTAINMENT INC 0.76% 2.280 M $ 206006 2025/09/30 0.000 $ 0.00 %
2025/09/30 CWST SPOTIFY TECHNOLOGY S A 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 FI HEICO CORP NEW 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ADSK COSTAR GROUP INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 IIIV WASTE CONNECTIONS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SPY SERVICENOW INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 BRO BLACKSTONE INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %